See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,336 | $109,817-46.0% | $98,442-39.7% | $167,490-64.6% |
| Participation rate | 86.7% | 75.8%+10.8pp | 73.3%+13.3pp | 82.1%+4.6pp |
| Annual return | 21.88% | 1956.69%-1934.8pp | 1492.73%-1470.8pp | 478.56%-456.7pp |
| Employer contribution / active EE | $889 | $3,224-72.4% | $2,960-70.0% | $4,837-81.6% |
| Participant deferral / active EE | $3,423 | $4,673-26.7% | $4,276-19.9% | $6,341-46.0% |
| Admin fee / account holder | $4,596 | $6,753-31.9% | $5,949-22.7% | $12,309-62.7% |